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WHAT IS 
AUTOMATION? 
MARKETING
Marketing Automation helps you: 
•generate more sales leads, 
•make more sales and 
•earn more money.
3 
• Marketing Automation systems are web-based 
applications. 
• They help you generate more sales leads. 
• They help you generate better quality leads. 
• They automate the follow-up with those leads to 
convert more of them to “sales ready” leads. 
• They coordinate web marketing activities like email 
marketing, online ads and online registrations. 
• They help you analyze which marketing inputs 
produce the best outputs – sales leads and sales.
Why Do You Need Marketing 
Automation?
The Problem 
• Lead Generation tends to be inconsistent – not 
standardized or automated. 
• Can identify contacts but these don’t convert to 
opportunities 
• Process frequently ignores buyer behaviour – buyers 
now do a lot /most of their research online 
Ad hoc lead 11 generation - not repeatable 
2 2 Ad hoc lead management - 
inconsistent 
3 3 Too many manual steps – not scalable
6 
The problem 
ThTeh Pero Pblreomblem 
Typical problems with Lead Generation today 
• Online lead generation is not systematically managed. 
• Marketing teams generate a limited number of leads from one or 
two sources such as tradeshows. 
• Marketing teams pass every contact they generate to Sales without 
sorting out the good from the bad. 
• Sales teams believe the leads they get from their Marketing units 
are low quality and so do not follow them up effectively. 
• Some leads are not followed up within a reasonable time frame, or 
at all. 
• Marketing can’t see what happens to the leads they pass to Sales. 
• Marketing can’t compare the quality of leads generated from two 
different sources because they can’t track their progress in sales. 
• Marketing teams are not sure which activities generate ‘good’ sales 
leads. 
• Marketing aren’t sure which elements of promotional spend 
produce the best sales results.
7 
Lead Generation is Moving Online 
4 of the top 5 lead sources are online 
1 
2 
3 
4 
5 
47% 
Source: DemandBase and Focus.com, 2011
EEmmaaiill MMaarrkkeettiinngg 
8 
Digital Marketing Is Too Complex 
•Specialist skills required 
•Multiple tools for SEO, ads, social ...
9 
Tools Not Designed For B2B Tech Marketing 
•Tools not designed for typical sales or 
marketing staff 
•Complex systems that require specific skills 
•Have to use multiple tools to obtain benefit
Our Goal 
A Repeatable Customer 
Acquisition Process 
11 Predictable 
2 2 Scalable 
3 3 Automatable
What Does Marketing Automation Do?
ThWe PThraohbtel eD mporeosb Mlemarketing Automation Do? 
Generate 
Web 
Traffic 
Capture 
Leads 
“Nurture” 
those 
Leads 
“Closed 
Loop” 
Reporting 
Handover 
Sales- 
Ready 
leads
ThWe PThraohbtel eD mporeosb Mlemarketing Automation Do? 
Generate 
Web 
Traffic 
Capture 
Leads 
“Nurture” 
those 
Leads 
“Closed 
Loop” 
Reporting 
Handover 
Sales- 
Ready 
leads
ThWe PThraohbtel eD mporeosb Mlemarketing Automation Do? 
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Awareness 100% 
Lead 35% 
Capture 
Lead 32% 
Nurturing 
26% 
Handoff to 
Sales 
Revenue 22% € $ £ 
Source: Forrester Research “The State of Lead to Revenue Management” July 2012
ThWe PThraohbtel eD mporeosb Mlemarketing Automation Do? 
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MMaarrkkeettiinngg AAuuttoommaattiioonn 
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What Are The Benefits?
The Benefits 
17 
Increased Lead 
Generation 
Generate more leads from increased 
automated lead capture. 
Better Quality Leads Marketing apply consistent criteria to 
ensure only sales-ready leads are passed to 
sales. 
Increased Revenue More leads and better quality leads convert 
to more sales and increased revenue. 
Increased Automation More efficient use of marketing and sales 
time through automation, leading to 
reduced cost per lead. 
“Closed Loop” reporting 
- accurate insight 
Understand which marketing inputs results 
in sales. Analytics leading to better decision 
making for marketing spend.
The Benefits 
18 
There’s a clear business case 
Industry Research 
+ + 
20% - 
30% 
 
80% 
 
80% 
 
136% 
 
136% 
Convert an additional 20% to 30% of Leads 
Reduce lead cost by up to 80% 
136% increase in Gross Profit - CSO Insights 
Sources: Forrester, Gartner, MarketingSherpa, CSO Insights
How Does CRM Relate To Marketing 
Automation?
Marketing 
Automation 
Customer 
Relationship 
Management 
Acquire Maintain / 
grow 
Customer Life Stage 
Retain / 
recapture 
Users 
Marketing 
Sales 
Support 
Source: David Raab, http://customerexperiencematrix.blogspot.com 
The Benefits
What Are The Key Features of a 
Marketing Automation System?
Key Marketing Automation Features 
22 
Lead Capture Forms Ability to create registration forms or capturing website visitor 
registration details. 
Landing page design and 
host 
Drag and drop page design, hosting of the resulting landing pages 
for visitor lead capture. 
Lead profiling Capture profile information including location, source of visitor, 
keyword search terms, social media profiles. 
Lead scoring rules Automated rules to apply a numeric score to a lead based on its 
profile and behaviour. 
Lead grading/Persona 
matching 
Allow manual grading of lead’s match to targeted “personas”. 
Lead routing/allocation Automated rules to route lead for automated or manual follow-up. 
Notifications Notify sales or marketing personnel when prospects take a specific 
action. 
Lead Nurturing Automatically send a sequence of email messages to a lead based 
on pre-defined rules. These rules can related to its score, profile, 
location, company or other parameters. 
Lead Behaviour Score Automatically add or subtract points from a lead score based on 
behaviour such as additional website visits, downloads, email 
opens, inactivity etc. 
Core Features
Key Marketing Automation Features 
23 
Nurture emails Create a pre-defined sequence of emails to be used for follow-up 
‘nurture tracks’. 
Email campaigns to 
multiple recipients 
Send email campaigns to multiple recipients. 
Email design Design user-friendly HTML marketing emails. 
Auto-responder emails Trigger automated emails when a user takes an action. 
Landing page design Design user-friendly HTML landing pages in a drag and drop editor. 
Customizable form fields Create new form fields. 
Progressive profiling Progressively acquire additional information from clients on 
repeat interactions via landing pages, web pages or emails. 
Email
Key Marketing Automation Features 
24 
CRM connector Integration connectors to main CRM systems. 
Route leads to CRM 
account 
Assign leads, have them posted to sales team’s CRM accounts. 
Retrieve CRM 
opportunity data 
Retrieve opportunity status and revenue data for leads from CRM 
system and match to marketing lead generation costs. 
Custom CRM fields Create custom fields in the CRM system and match them to fields 
in the Marketing Automation system. 
CRM Integration
Key Marketing Automation Features 
Reporting and Analytics 
Web visitor tracking Tracking of visitor numbers, sources, search terms, location, 
25 
frequency etc. 
Lead reporting Reports on number and quality of leads, cost per lead. 
Channel analysis Analysis of quality of lead, cost per lead, per channel e.g. email, 
SEO, pay-per-click, social. 
Revenue impact Analysis of which leads converted to revenue, from which sources 
and at what cost. 
Anonymous visitor 
tracking 
Tracking of visitors before they register on a landing page or form.
Key Marketing Automation Features 
26 
Contact Management 
Manual update Ability to manually edit a lead record to update address or contact 
data, add notes. 
Social media data Integrate to LinkedIn, Twitter and other social networks to pull up 
profile data on the lead and append it to the record. 
Data append Integrate with 3rd party data appending services to enrich lead 
detail records. 
List management Manage and segment lists of leads based on industry, geography, 
role and other parameters.
Key Marketing Automation Features 
27 
Search Engine Optimization 
Search source data Record the source data including keyword terms against lead 
records. 
Keyword configuration 
analysis 
Analyse client website page settings. 
Keyword opportunity 
analysis 
Identify high volume keyword opportunities. 
Keyword ranking 
information 
Identify current ranking against selected keywords.
What Are The Goals For a Marketing 
Automation Project?
29 
Marketing Automation 
ThGe oGaolasls Foof Mr Markaertikneg tAiuntgom Aautitoonmation 
1. Generate more leads 
2. Generate better quality leads (i.e. generate more 'hot' leads and less 
'cold' ones). 
3. Ensure we respond to all leads (i.e. that none of them go un-contacted). 
4. Make sure this response happens faster than at present (e.g. minutes or 
hours rather than days). 
5. Ensure we respond to all leads consistently. 
6. Ensure this response is based on information we have about the lead, 
rather than based on a given sales person's current location, their 
workload or their access to the CRM system or other circumstantial 
drivers. 
7. Ensure that our longer-term response (lead nurturing) is effective at 
driving engagement with leads – that our actions increase engagement, 
not decrease it. 
8. Record sufficient information about how we manage leads so that we can 
analyze our activities and draw accurate conclusions about how to 
improve our approach.
How Do You Implement Marketing 
Automation?
Where Do You Start? 
Who to target – Ideal Customer Profile (Personas) 
What is a Lead? – Define with your Sales team 
11 
22 
What Are We Selling – review 33 your Value Proposition 
Execution Preparation 
44aa Inbound Tactics Outbound Tactics 
55 Process Automation with Motarme System 
CCaappttuurree PPrrooffiillee SSccoorree NNuurrttuurree Sales 
Ready 
44bb
“ We have seen for ourselves how a solid 
strategy has helped to drive traffic to our 
site and generate sales leads.” 
Caolan Bushell 
Business Development Manager 
Mergon Group 
Barry Rooney 
Chief Operations Officer 
Siemens ITSS 
“Motarme delivered real, 
measurable results in a short 
timeframe – sales and contacts from 
our target audience at Tier 1 
companies.” 
Joe Lynch 
General Manager 
IMEC Technologies 
“Generating leads online is now a 
central part of our sales strategy.” 
About Us
What We Do – B2B Technology Marketing 
Motarme helps business-to-business (B2B) technology 
companies generate leads online and convert those leads to 
sales. We provide marketing automation, website design, digital 
marketing and PR services. 
•Lead Generation Consultancy 
•Marketing Automation 
•Web Marketing and Web Design
Thank You 
Motarme Marketing Automation 
T: +353 1 969 5029 
M: +353 86 383 8981 
W: www.motarme.com 
Twitter: @motarme